Civic Intelligence

Bell Financial Services Company

Plan context: Bell Financial Services 401K Profit Sharing Plan

EIN 38-2736147 • Marquette, MI • 26 filings • 5 plans

1070 Commerce Drive, Ste. AMarquette, MI 49855
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,182,305

2024 Contributions

$61,128

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,182,305$1,091,153$0199920132024YearValue
$2,182,305Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1890199920122024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$2,182,305$61,128$15,282iApproximate average salary by contribution assumption: employee only about $382,050 at 4% or $254,700 at 6%; with 50% employer match about $254,700 at 4% or $169,800 at 6%; with 100% employer match about $191,025 at 4% or $127,350 at 6%.
Bell Financial Services 401K Profit Sharing Plan-4$2,182,305$61,128$15,282iApproximate average salary by contribution assumption: employee only about $382,050 at 4% or $254,700 at 6%; with 50% employer match about $254,700 at 4% or $169,800 at 6%; with 100% employer match about $191,025 at 4% or $127,350 at 6%.
202314$2,013,396$130,972$32,743iApproximate average salary by contribution assumption: employee only about $818,575 at 4% or $545,717 at 6%; with 50% employer match about $545,717 at 4% or $363,811 at 6%; with 100% employer match about $409,288 at 4% or $272,858 at 6%.
Bell Financial Services 401K Profit Sharing Plan-4$2,013,396$130,972$32,743iApproximate average salary by contribution assumption: employee only about $818,575 at 4% or $545,717 at 6%; with 50% employer match about $545,717 at 4% or $363,811 at 6%; with 100% employer match about $409,288 at 4% or $272,858 at 6%.
202216$1,628,252$119,459$19,910iApproximate average salary by contribution assumption: employee only about $497,746 at 4% or $331,831 at 6%; with 50% employer match about $331,831 at 4% or $221,220 at 6%; with 100% employer match about $248,873 at 4% or $165,915 at 6%.
Bell Financial Services 401K Profit Sharing Plan-6$1,628,252$119,459$19,910iApproximate average salary by contribution assumption: employee only about $497,746 at 4% or $331,831 at 6%; with 50% employer match about $331,831 at 4% or $221,220 at 6%; with 100% employer match about $248,873 at 4% or $165,915 at 6%.
202116$1,348,752$99,685$16,614iApproximate average salary by contribution assumption: employee only about $415,354 at 4% or $276,903 at 6%; with 50% employer match about $276,903 at 4% or $184,602 at 6%; with 100% employer match about $207,677 at 4% or $138,451 at 6%.
Bell Financial Services 401K Profit Sharing Plan-6$1,348,752$99,685$16,614iApproximate average salary by contribution assumption: employee only about $415,354 at 4% or $276,903 at 6%; with 50% employer match about $276,903 at 4% or $184,602 at 6%; with 100% employer match about $207,677 at 4% or $138,451 at 6%.
202017$1,493,048$64,053$9,150iApproximate average salary by contribution assumption: employee only about $228,761 at 4% or $152,507 at 6%; with 50% employer match about $152,507 at 4% or $101,671 at 6%; with 100% employer match about $114,380 at 4% or $76,254 at 6%.
Bell Financial Services 401K Profit Sharing Plan-7$1,493,048$64,053$9,150iApproximate average salary by contribution assumption: employee only about $228,761 at 4% or $152,507 at 6%; with 50% employer match about $152,507 at 4% or $101,671 at 6%; with 100% employer match about $114,380 at 4% or $76,254 at 6%.
201916$1,089,919$57,987$9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%.
Bell Financial Services 401K Profit Sharing Plan-6$1,089,919$57,987$9,665iApproximate average salary by contribution assumption: employee only about $241,613 at 4% or $161,075 at 6%; with 50% employer match about $161,075 at 4% or $107,383 at 6%; with 100% employer match about $120,806 at 4% or $80,538 at 6%.
201814$1,002,304$49,613$12,403iApproximate average salary by contribution assumption: employee only about $310,081 at 4% or $206,721 at 6%; with 50% employer match about $206,721 at 4% or $137,814 at 6%; with 100% employer match about $155,041 at 4% or $103,360 at 6%.
Bell Financial Services 401K Profit Sharing Plan-4$1,002,304$49,613$12,403iApproximate average salary by contribution assumption: employee only about $310,081 at 4% or $206,721 at 6%; with 50% employer match about $206,721 at 4% or $137,814 at 6%; with 100% employer match about $155,041 at 4% or $103,360 at 6%.
201713$907,371$79,618$26,539iApproximate average salary by contribution assumption: employee only about $663,483 at 4% or $442,322 at 6%; with 50% employer match about $442,322 at 4% or $294,881 at 6%; with 100% employer match about $331,742 at 4% or $221,161 at 6%.
Bell Financial Services 401K Profit Sharing Plan-3$907,371$79,618$26,539iApproximate average salary by contribution assumption: employee only about $663,483 at 4% or $442,322 at 6%; with 50% employer match about $442,322 at 4% or $294,881 at 6%; with 100% employer match about $331,742 at 4% or $221,161 at 6%.
201615$968,284$76,891$15,378iApproximate average salary by contribution assumption: employee only about $384,455 at 4% or $256,303 at 6%; with 50% employer match about $256,303 at 4% or $170,869 at 6%; with 100% employer match about $192,228 at 4% or $128,152 at 6%.
Bell Financial Services 401K Profit Sharing Plan-5$968,284$76,891$15,378iApproximate average salary by contribution assumption: employee only about $384,455 at 4% or $256,303 at 6%; with 50% employer match about $256,303 at 4% or $170,869 at 6%; with 100% employer match about $192,228 at 4% or $128,152 at 6%.
201514$777,942$44,296$11,074iApproximate average salary by contribution assumption: employee only about $276,850 at 4% or $184,567 at 6%; with 50% employer match about $184,567 at 4% or $123,044 at 6%; with 100% employer match about $138,425 at 4% or $92,283 at 6%.
Bell Financial Services 401K Profit Sharing Plan-4$777,942$44,296$11,074iApproximate average salary by contribution assumption: employee only about $276,850 at 4% or $184,567 at 6%; with 50% employer match about $184,567 at 4% or $123,044 at 6%; with 100% employer match about $138,425 at 4% or $92,283 at 6%.
201414$729,881$56,896$14,224iApproximate average salary by contribution assumption: employee only about $355,600 at 4% or $237,067 at 6%; with 50% employer match about $237,067 at 4% or $158,044 at 6%; with 100% employer match about $177,800 at 4% or $118,533 at 6%.
Bell Financial Services 401K Profit Sharing Plan-4$729,881$56,896$14,224iApproximate average salary by contribution assumption: employee only about $355,600 at 4% or $237,067 at 6%; with 50% employer match about $237,067 at 4% or $158,044 at 6%; with 100% employer match about $177,800 at 4% or $118,533 at 6%.
201315$936,118$64,215$12,843iApproximate average salary by contribution assumption: employee only about $321,075 at 4% or $214,050 at 6%; with 50% employer match about $214,050 at 4% or $142,700 at 6%; with 100% employer match about $160,538 at 4% or $107,025 at 6%.
Bell Financial Services 401K Profit Sharing Plan-5$936,118$64,215$12,843iApproximate average salary by contribution assumption: employee only about $321,075 at 4% or $214,050 at 6%; with 50% employer match about $214,050 at 4% or $142,700 at 6%; with 100% employer match about $160,538 at 4% or $107,025 at 6%.
2012116$1,060,050$86,423$5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%.
Bell Financial Services 401K Profit Sharing Plan-16$1,060,050$86,423$5,401iApproximate average salary by contribution assumption: employee only about $135,036 at 4% or $90,024 at 6%; with 50% employer match about $90,024 at 4% or $60,016 at 6%; with 100% employer match about $67,518 at 4% or $45,012 at 6%.
2011116$933,207$84,814$5,301iApproximate average salary by contribution assumption: employee only about $132,522 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,899 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
Bell Financial Services 401K Profit Sharing Plan-16$933,207$84,814$5,301iApproximate average salary by contribution assumption: employee only about $132,522 at 4% or $88,348 at 6%; with 50% employer match about $88,348 at 4% or $58,899 at 6%; with 100% employer match about $66,261 at 4% or $44,174 at 6%.
2010118$1,963,440$79,145$4,397iApproximate average salary by contribution assumption: employee only about $109,924 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,855 at 6%; with 100% employer match about $54,962 at 4% or $36,641 at 6%.
Bell Financial Services 401K Profit Sharing Plan-18$1,963,440$79,145$4,397iApproximate average salary by contribution assumption: employee only about $109,924 at 4% or $73,282 at 6%; with 50% employer match about $73,282 at 4% or $48,855 at 6%; with 100% employer match about $54,962 at 4% or $36,641 at 6%.
2009118$1,457,310$104,146$5,786iApproximate average salary by contribution assumption: employee only about $144,647 at 4% or $96,431 at 6%; with 50% employer match about $96,431 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.
Bell Financial Services 401K Profit Sharing Plan-18$1,457,310$104,146$5,786iApproximate average salary by contribution assumption: employee only about $144,647 at 4% or $96,431 at 6%; with 50% employer match about $96,431 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.
2008112$1,235,025$228,798$19,067iApproximate average salary by contribution assumption: employee only about $476,663 at 4% or $317,775 at 6%; with 50% employer match about $317,775 at 4% or $211,850 at 6%; with 100% employer match about $238,331 at 4% or $158,888 at 6%.
Bell Financial Services 401K Profit Sharing Plan-12$1,235,025$228,798$19,067iApproximate average salary by contribution assumption: employee only about $476,663 at 4% or $317,775 at 6%; with 50% employer match about $317,775 at 4% or $211,850 at 6%; with 100% employer match about $238,331 at 4% or $158,888 at 6%.
2007110$0$0-
Bell Financial Services 401K Profit Sharing Plan-10---
2006113$1,544,295$102,611$7,893iApproximate average salary by contribution assumption: employee only about $197,329 at 4% or $131,553 at 6%; with 50% employer match about $131,553 at 4% or $87,702 at 6%; with 100% employer match about $98,664 at 4% or $65,776 at 6%.
Bell Financial Services 401K Profit Sharing Plan-13$1,544,295$102,611$7,893iApproximate average salary by contribution assumption: employee only about $197,329 at 4% or $131,553 at 6%; with 50% employer match about $131,553 at 4% or $87,702 at 6%; with 100% employer match about $98,664 at 4% or $65,776 at 6%.
2005114$1,253,978$97,380$6,956iApproximate average salary by contribution assumption: employee only about $173,893 at 4% or $115,929 at 6%; with 50% employer match about $115,929 at 4% or $77,286 at 6%; with 100% employer match about $86,946 at 4% or $57,964 at 6%.
Bell Financial Services 401K Profit Sharing Plan-14$1,253,978$97,380$6,956iApproximate average salary by contribution assumption: employee only about $173,893 at 4% or $115,929 at 6%; with 50% employer match about $115,929 at 4% or $77,286 at 6%; with 100% employer match about $86,946 at 4% or $57,964 at 6%.
2004114$1,049,895$83,705$5,979iApproximate average salary by contribution assumption: employee only about $149,473 at 4% or $99,649 at 6%; with 50% employer match about $99,649 at 4% or $66,433 at 6%; with 100% employer match about $74,737 at 4% or $49,824 at 6%.
Bell Financial Services 401K Profit Sharing Plan-14$1,049,895$83,705$5,979iApproximate average salary by contribution assumption: employee only about $149,473 at 4% or $99,649 at 6%; with 50% employer match about $99,649 at 4% or $66,433 at 6%; with 100% employer match about $74,737 at 4% or $49,824 at 6%.
2003110$888,112$0-
Bell Financial Services 401K Profit Sharing Plan-10$888,112--
200219$669,428$71,981$7,998iApproximate average salary by contribution assumption: employee only about $199,947 at 4% or $133,298 at 6%; with 50% employer match about $133,298 at 4% or $88,865 at 6%; with 100% employer match about $99,974 at 4% or $66,649 at 6%.
Bell Financial Services 401K Profit Sharing Plan-9$669,428$71,981$7,998iApproximate average salary by contribution assumption: employee only about $199,947 at 4% or $133,298 at 6%; with 50% employer match about $133,298 at 4% or $88,865 at 6%; with 100% employer match about $99,974 at 4% or $66,649 at 6%.
200119$0$0-
Bell Financial Services 401K Profit Sharing Plan-9---
200018$613,250$54,317$6,790iApproximate average salary by contribution assumption: employee only about $169,741 at 4% or $113,160 at 6%; with 50% employer match about $113,160 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
Bell Financial Services 401K Profit Sharing Plan-8$613,250$54,317$6,790iApproximate average salary by contribution assumption: employee only about $169,741 at 4% or $113,160 at 6%; with 50% employer match about $113,160 at 4% or $75,440 at 6%; with 100% employer match about $84,870 at 4% or $56,580 at 6%.
199918$663,159$45,624$5,703iApproximate average salary by contribution assumption: employee only about $142,575 at 4% or $95,050 at 6%; with 50% employer match about $95,050 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%.
Bell Financial Services 401K Profit Sharing Plan-8$663,159$45,624$5,703iApproximate average salary by contribution assumption: employee only about $142,575 at 4% or $95,050 at 6%; with 50% employer match about $95,050 at 4% or $63,367 at 6%; with 100% employer match about $71,288 at 4% or $47,525 at 6%.